Planners Resources

Tools and guides to help you talk to your clients about DSO transitions.

PLANNING FOR THE FUTURE WITH YOUR CLIENTS

This editable CWA branded deck provides an overview of how the DSO ecosystem works. Feel free to use it for any client meetings.

Brittany sits down with 7 Pillars’ Christy Ratcliff to discuss the key signs that a client may be ready for a DSO transition.

Weekly content that provides valuable information. Look for our Podcasts, Articles, FAQ Videos and Success Stories.

We are just across the building, so feel free to schedule any meetings where we can collaborate on providing consultations to clients.